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Markel Group
MKL

Overview Fund Activity

697 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
10.99%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
188
Reduced
253
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.15M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
1
Graham Holdings Co Master Retirement Trust
Virginia
$80.2M
2
DSA
2
Davis Selected Advisers
Arizona
$367M
3
GLCM
3
Greenlea Lane Capital Management
Connecticut
$33.4M
4
Jennison Associates
4
Jennison Associates
New York
$73M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$69.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$877M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.66B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$791M
4
PCH
4
Polar Capital Holdings
United Kingdom
$140M
5
State Street
5
State Street
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
526
Howland Capital Management
Massachusetts
$261K – – –
FANJ
527
Financial Architects (New Jersey)
New Jersey
$257K +$257K +186 New
ET
528
Equitable Trust
Tennessee
$255K – – –
SSA
529
Schonfeld Strategic Advisors
New York
$255K +$255K +184 New
HWA
530
Heartwood Wealth Advisors
Virginia
$253K +$23.5K +17 +10%
LCM
531
Laurion Capital Management
New York
$252K +$252K +182 New
DWP
532
Daymark Wealth Partners
Ohio
$252K +$252K +182 New
Fifth Third Bancorp
533
Fifth Third Bancorp
Ohio
$250K +$18K +13 +8%
EIA
534
Edgemoor Investment Advisors
Maryland
$248K – – –
TTWM
535
TCV Trust & Wealth Management
Virginia
$248K – – –
Axa
536
Axa
France
$246K +$246K +178 New
PPWM
537
Paragon Private Wealth Management
Kentucky
$242K -$263K -190 -52%
EWM
538
Empirical Wealth Management
Washington
$242K -$140K -101 -37%
FMAEN1
539
Fund Management at Engine No 1
California
$241K +$15.2K +11 +7%
KI
540
Kapitalo Investimentos
Brazil
$241K +$241K +174 New
TI
541
Tidal Investments
Wisconsin
$239K +$18K +13 +8%
FCP
542
Fidelis Capital Partners
Florida
$238K +$238K +172 New
CWA
543
CM Wealth Advisors
Ohio
$236K -$2.07M -1,432 -90%
TAM
544
Tocqueville Asset Management
New York
$235K – – –
CIAS
545
Capital Investment Advisory Services
North Carolina
$235K – – –
SOW
546
State of Wyoming
Wyoming
$232K +$223K +161 +2,300%
ETIA
547
Epic Trust Investment Advisors
Washington
$230K -$59.5K -43 -21%
LFAS
548
Level Four Advisory Services
Texas
$228K -$1.38K -1 -0.6%
OQS
549
Occudo Quantitative Strategies
Florida
$225K +$225K +163 New
Credit Agricole
550
Credit Agricole
France
$224K – – –
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